Creating a Fund Account

How to add account credit to a household

Last Update: June 9th, 2023

Fund Account POS products are used as a way to provide household credits to a user's account. It's important to note that this product does not allow Prompt for Price setup, so you will need to create a separate product for each denomination you would like the public to purchase.

Steps for Setup

  1.  Go to the Products menu in the leftside navigation on the management screen
  2.  Click Select Products
  3.  Next, choose Add New Products in the upper right corner
  4.  Name the product including the denomination in the title
  5.  Enter the price/amount of credit in the price fee
  6.  Select a Category
  7.  Choose the tax setting
  8.  Select the Fund Account radio button
  9.  Check Hide from Public if desired
  10. Add a photo if this will be sold on the public side
  11.  Add a description if desired
  12.  Select a Budget Group
  13.  Click Submit

Video: Fund Account Product (POS)

Setting up a Fund Account Product in POS

Creating fund account products allows funds to be added to a household account in the form of account credits.